Relationship Wealth Manager

Profile - Wealth RM

Job Description

• Accountable for implementing an integrated plan which addresses wealth creation, wealth preservation and wealth enhancement for private clients achieved through an in-depth analysis of the clients profile.

• Showcase entire product suite of Kotak Group to existing clients and growing their assets across Mutual funds, PMS/AIF strategies, Structures, Alternate Assets, Direct Equity, Unlisted opportunities and Consumer or Business Asset/Loan products .

• Deliver solutions to clients, based on their investment profile in consultation with product & research team. Periodic review of client portfolios, in accordance with established procedures and/or timelines.

• Proactively advise and consult clients explaining the types of financial services available, educate them about investment options and potential risks..

• Identify potential new clients and work with them to build in relationship with the goal of managing their wealth.

• Achieve revenue objectives as assigned by the organization.

• Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry.

Interested candidate send me your cv on mail - [email protected]